Currently, some of the available features in the Scotia Wealth Management mobile app include:
- Secure sign in with 2-step verification push notifications
- Account summary and account details
- Account summary for day-to-day banking and iTRADE accounts
- Asset allocation chart (portfolio breakdown)
- App-to-app single sign-on with the Scotia iTRADE mobile app
- Feedback surveys inside of the experience
- New feature highlights
- Documents and document delivery preferences (tax and account statements)
- Simple username and password creation
- Access to all Scotia mobile apps with single sign-on
You can offer feedback or report an issue within the Scotia Wealth Management mobile app in a few ways:
- By selecting Provide feedback/ Send us feedback from the bottom of the My accounts page or from the app menu
- After exploring certain parts of the app, you will be prompted to complete an optional survey related to that functionality
Throughout the Scotia Wealth Management mobile app there are Infotips that describe key terms. Additional answers to common questions can be found in these FAQs. If you have additional issues with the app, including sign-in related issues, please contact your Wealth Advisor or Relationship Manager. For account or portfolio questions not related to the app, please continue to contact your Advisor or Relationship Manager for support.
We will be adding more features to the Scotia Wealth Management mobile app over the next few months. We welcome your opinions and suggestions on which features should be considered for future releases. Please use the in-app surveys to share your feedback with us.
The new Scotia Wealth Management mobile app supports iOS 16 and above, and Android 8 or above. For a seamless single sign-on experience between the Scotia Wealth Management mobile app and the Scotia iTRADE mobile app, please ensure you have the Scotia iTRADE mobile version 2308.0.0 or above for both iOS and Android.
If you are experiencing errors or have issues accessing the sign-in page for the Scotia Wealth Management mobile app, please ensure that your device’s operating system is up to date.
Occasionally, we’ll add new features and resolve any issues that may arise with the new Scotia Wealth Management mobile app. For the best experience and latest features, please make sure to keep the new Scotia Wealth Management mobile app updated to the latest version.
You can download the app from the iOS App Store or the Google Play Store, and use your existing digital credentials to log into the app.
The app can be used by primary account holders, joint account holders, or Powers of Attorneys (POA’s).
The app is currently for ScotiaMcLeod and Private Investment Counsel business lines. If you have a business relationship with ScotiaMcLeod or Private Investment Counsel, you’ll be able to see other wealth accounts, your Scotia iTRADE accounts, and your Scotiabank banking accounts if you have a relationship with those business lines.
If you are a Scotiatrust client only, you will be able to log into the app and view your accounts. However, we are building additional functionality for Scotiatrust users which will be available later.
A new single sign-on functionality allows you to move seamlessly between the Scotia Wealth Management mobile app, the Scotia iTRADE mobile and the Scotiabank mobile app (personal banking products and services).
A link called Need help signing in? on the Sign in page allows you to access your username or reset your password.
To reset your password:
- On the app's sign-in screen, select Forgot your username or password?
Select I forgot my password - Enter your ScotiaCard number or username
- Follow the reset instructions
A link called Need help signing in? on the Sign in page allows you to access your username or reset your password.
To recover your username:
- On the app's sign-in screen, select Forgot your username or password?
Select I forgot my username - Choose a product that you have
- Enter enter the requested information
- Follow the reset instructions
Keeping your financial and personal information secure is one of our most important responsibilities.
Some of the ways we protect your accounts include: firewalls, 128-bit encryption, 2-step verification, and our Digital Banking Security Guarantee.
Learn more about our commitment to your financial security by visiting the Scotiabank Cybersecurity and Fraud Hub.
2-step verification (2SV) is an additional way to confirm your identity and helps keep your personal and financial information from being compromised or stolen. When 2SV is set up, even if someone has your username and password, they won’t be able to access your account without this additional security feature that requires you to confirm your identity. If you're signing in from a trusted device (one that's recognized by the bank), you won't be asked to confirm your identity.
2-step verification (2SV) is required for the Scotia Wealth Management mobile app. 2SV is a second way to confirm your identity and helps keep your personal and financial information from being compromised or stolen. When 2SV is set up, even if someone has your username and password, they won’t be able to access your account without this additional security feature that requires you to confirm your identity.
You may access the Scotia Wealth Management mobile app on more than one device, but only one can be the primary device for the purpose of 2-step verification (2SV). When you sign in using a different device, you may be prompted for 2SV on the primary device that 2SV was set up on.
If you get a new mobile phone with a new phone number, you’ll need to deactivate 2SV on your old mobile phone and set it up again on your new one.
You don’t need to have access to your old device to deactivate 2SV. To deactivate 2SV:
- Go to scotiabank.com and select the Sign-in button
- Select Need help signing in? then, select I lost my 2-step verification (2SV) device
- Enter your username or card number
- Correctly answer the security questions
- Confirm your device
If there are more than three incorrect sign-in attempts, you’ll be locked out of the Scotia Wealth Management mobile app and will need a password reset.
On the sign-in page of the new Scotia Wealth Management mobile app, select Need help signing in? and then select the best option.
To reset your password:
On the sign-in page of the new Scotia Wealth Management mobile app, select Need help signing in? and then select the best option.
To update your biometrics:
From the mobile menu, select Manage biometrics
There will be an option to turn on biometrics; please select and follow the prompts.
If you’ve already enabled biometrics, you will be presented with the option to turn off biometrics. Please select and follow the prompts.
The Scotia Wealth Management mobile app has been optimized for compatibility with a screen reader throughout. It may also be helpful to check Accessibility settings within your iOS or Android device under Accessibility in the settings to learn more.
Biometric authentication lets you sign in to the Scotia Wealth Management mobile app using fingerprint or face recognition instead of a password (on eligible devices).
You can set up biometric authentication on Android and iOS devices that are compatible with biometrics like Face ID or Fingerprint ID.
To set up biometric authentication:
- From the app's home screen, select the Menu icon on the top right of the account summary page
- Select Sign-in and security
- Select Manage Touch ID (or fingerprint or Face ID, depending on your device) and follow the instructions
The Scotia Wealth Management mobile app was designed to complement your relationship with your Advisor and/or Relationship Manager and allow you easier access to your whole wealth portfolio. Your Advisor remains your main point of contact. Your Advisor will continue to manage the accounts you have with them. However, they will not have access to your app, or information related to accounts/relationships you may have with other Scotiabank businesses (like retail banking or borrowing).
You may access the Scotia Wealth Management mobile app from most countries around the world.
Shared account owners can download the app from the App Store or Play Store. They must have their own digital credentials enabled to access the app. To get credentials set up, please contact your Wealth Advisor or Relationship Manager.
Please contact your Wealth advisor or Relationship Manager to get digital credentials if you’ve never logged into an online platform before.